Enterprise Account Executive

The role

You will acquire and grow relationships with large financial institutions. You will own the full sales cycle from prospecting to close using a consultative approach.

What you will do

• Prospect, manage, and close new business with large financial institutions.
• Drive discovery calls, demos, and collaborative solution design.
• Lead consultative sales processes to understand pain points and compliance needs.
• Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
• Build strong relationships with executive, technical, compliance, and business stakeholders.
• Collaborate cross-functionally with Product, Customer Success, Marketing, and leadership.
• Manage a robust pipeline using CRM tools.
• Stay ahead of industry trends, client challenges, and competitive dynamics.
• Help Jump stay the category leader.

Required qualifications

• 5+ years of experience in enterprise SaaS sales or similar, with a track record of exceeding quota.
• Proven success selling to large financial institutions, including RIAs, broker-dealers, banks, insurance firms, or similar enterprise buyers.
• Deep experience with consultative, solution-based selling and multi-stakeholder deal management.
• Strong understanding of financial services workflows, buying processes, and compliance requirements.
• Excellent communication, negotiation, and presentation skills, both verbal and written.
• Ability to navigate complex, long sales cycles and build trust with senior-level stakeholders.
• High ownership, self-motivation, resourcefulness, and strong judgment.
• Experience using CRM tools such as Salesforce, HubSpot, or similar.
• A direct, kind, low-drama working style.

Nice to have

• Bachelor’s degree or equivalent experience
• Experience selling AI, workflow automation, compliance, data, or advisor-facing technology.
• Experience working at a Series A–C company or similarly fast-moving environment.
• Existing familiarity with wealth management, broker-dealer, RIA, banking, or insurance ecosystems.
• Experience partnering closely with Product, Customer Success, Marketing, and executive teams in strategic sales cycles.

Benefits

• ISO Equity options
• Uncapped Paid Vacation
• $0 Medical insurance premium for the whole family
• $500 Workspace Setup Stipend
• Dental, vision, & Indemnity coverage
• HSA, FSA, & Dependent Care FSA
• Company-paid Life Insurance
• Tax-free Commuter savings
• 401(k) available

About the company

Jump's mission is to empower financial advisors and their clients to thrive in the age of AI. Their AI assistant helps financial advisors automate the client meeting cycle and other workflows.